Tax Strategy & Planning Manager

Tax Strategy & Planning Manager

At WelbeHealth, we serve our communities’ most vulnerable seniors through shared intention, pioneering spirit, and the courage to love. These core values and our participant-focus lead the way no matter what.

The Tax Strategy & Planning Manager is accountable for leading WelbeHealth’s tax compliance, planning, and strategic tax initiatives. This role ensures compliance with federal, state, and local tax requirements while focusing on identifying and implementing tax-efficient strategies that support the organization’s long-term growth, expansion into new markets, and evolving healthcare delivery models. Reporting directly to the Controller and working closely with the CFO, this role will play a key part in evaluating tax implications of strategic initiatives including new market entry, entity structuring, partnerships, joint ventures, and potential acquisitions.

This role is different because the Tax Strategy & Planning Manager at WelbeHealth:

• Serves as a strategic advisor to executive leadership by evaluating the tax implications of organizational growth initiatives, new market expansion, entity structuring, and evolving healthcare operations
• Leads complex, cross-functional tax planning efforts that directly support scalable growth, operational efficiency, and long-term financial strategy within a rapidly growing healthcare organization

We care about our team members. That’s why we offer:

• Medical insurance coverage (Medical, Dental, Vision)
• Work/life balance - We mean it! 17 days of personal time off (PTO), 12 holidays observed annually, and 6 sick days
• 401K savings + match
• Comprehensive compensation package including base pay and bonus
• And additional benefits!

On the day-to-day, you will:

• Manage federal, state, and local tax compliance including income, franchise, sales/use, property, and other applicable filings, as well as monitor evolving federal and state tax regulations affecting healthcare and PACE organizations
• Coordinate preparation and review of tax returns with external tax advisors and ensure timely and accurate filings
• Identify and implement tax-efficient strategies that support the organization’s operational and financial objectives
• Evaluate tax impacts of new market expansion, operational changes, and reimbursement structures, as well as develop forward-looking tax planning strategies that align with the organization’s growth strategy
• Provide tax analysis and structuring support for acquisitions, joint ventures, partnerships, and other strategic transactions
• Partner with legal, finance, and executive leadership on entity structuring, organizational design, and evaluating tax considerations for new states, markets, and program structures
• Translate complex tax matters into practical guidance for business stakeholders, as well as support strategic finance initiatives in partnership with the Controller and CFO

Job requirements include:

• Bachelor’s degree in accounting, finance, or taxation; master’s in taxation preferred; CPA preferred
• Seven (7) to ten (10) years of tax experience in public accounting, healthcare, or corporate tax
• Strong experience with multi-state taxation and complex entity structures
• Experience supporting tax planning, structuring, or transaction-related initiatives
• Public company experience strongly preferred
• Healthcare, managed care, nonprofit, or provider organization experience highly preferred
• Proficiency with Microsoft Excel; familiarity with data query/data management tools (Access, SQL, Business Objects)